Sunday is here, and it's our weekly review time once a week! Without further ado, let's take a look at some of the important financial news that happened this weekend:
1. After rejecting the peace talks, it is forbidden to use the SWIFT international settlement system!
There is no need to figure out what the SWIFT settlement system is, in short, understand a core requirement: the situation has not eased, and the global stock market will continue to toss next week. I only hope that A shares can go a little more steadily, after all, the outside world really has little to do with us.
2. One arrow and 22 stars, the Long March 8 set a new record for continental space launches!
The news has stimulated the aerospace and military industry sector. It is said that the military industry sector has just recovered the annual support this week, and there is a more direct stimulus, and next week should be able to stand on the annual line support, right?
3. Berkshire Hathaway's fifteenth position announced!
Last year, Berkshire Hathaway's operating profit was $27.45 billion, up 25% year-over-year. Net profit attributable to shareholders was US$89,795 million, up 111% year-over-year. Although Buffett is very old, his investment ability is also getting stronger and stronger, and the name of the stock god is well-deserved!
4. Economic Daily: Be wary of speculation about "counting the east and counting the west"!
Whenever something new (if not, at least a new concept) emerges, capital markets are always the first to fall into a frenzy. The kind reminder is good, but the emotion is easy to go to extremes, and there may be negative suppression of the speculation on the east and west, but it will not have much impact on the overall trend of A shares.
Overall, the weekend news is a little more bearish. However, such a rhythm A shares have been adapting since the beginning of the year, and they are almost used to it now. We still maintain a good attitude as always, the current A-share position is already very low, and if you are blindly pessimistic, you are likely to miss the rebound behind. Rain or shine, let's spend it together!
The following is the analysis of the mainstream sector funds in the market:
1. Liquor, medicine: The sales data of liquor during the Spring Festival is not very good, and the sales of sub-high-end liquor have begun to decline. At present, the liquor sector is also suppressed by the semi-annual line, and this position may be able to step back on the previous lows to test the effective support and then pull up again, with a very small probability of directly rising. No matter what kind of trend, our operation strategy is very simple, that is, wait until the half-year line is broken before operating!
The pharmaceutical sector has performed better recently, and has not hit a new low in the past two weeks. The news surface is which rumor to speed up the review of innovative drugs, which stimulates the mood of the plate. In addition, after more than half a year of adjustment, the current position of medicine is indeed not high, and it can be intervened in batches and slowly collect chips. Don't stud, because there are more chips in the upper quilt cover, and it is unlikely to rush up at once!
2. Photovoltaic, new energy vehicles: The photovoltaic sector has been dominated by upward trends in the past two weeks, and the main driving force comes from the solidity of fundamentals. The high-growth sector is not afraid of adjustment, and it will rise back to a new high when it falls. Including the new energy vehicle sector, the new energy track has maintained a momentum of rapid development from beginning to end. Can not be denied because the stock market fell on the entire industry, long-term investment, photovoltaic, new energy vehicles, lithium mines, wind power, energy storage and other new energy industry chain direction has a relatively good investment value!
3. Semiconductors, military industry: The semiconductor sector has performed relatively well this week, which may be stimulated by the imbalance between supply and demand of rare gases (important raw materials for semiconductor manufacturing). At present, the semiconductor sector has come to the vicinity of the annual line, we only need to wait for it to break through the annual line, and then step back to stabilize and then make up the position. The military sector returned to the annual line this week, mainly due to the stimulus brought about by the disturbance of the peripheral situation. The difficulty of speculation on the game news surface is high, and the stable can be operated after the environment is stable!
4. Securities companies, infrastructure: At present, the position of most securities companies in the market is relatively low, and the plate capacity is large enough, and now there are shortcoming stories to attract the main funds to pull up. There is no news about the registration system recently, but if the market can continue to increase, the brokerage business of the brokerage is expected to benefit again, and the opportunity for speculation will come. The infrastructure sector has performed this week, winning five consecutive yins. However, the logic of steady growth is still there, and infrastructure construction is still likely to be restless in the future. The focus is to see if the half-year line can be held, and if it is held, it is currently a short-term low!
5. Nonferrous metals, rare earths, chemicals, steel, coal: non-ferrous speculation pays more attention to the trend of international commodity futures, especially the trend of futures aluminum. Recently, the rally is slightly weaker, it is not appropriate to chase higher, and friends who are heavily profitable can consider appropriate profit reduction. The driving force of spot price increases of rare earths is also weakening, and it can be seen more and moved less. The speculation of steel, coal and chemical industry is more than the news surface (whether the NDRC controls the price), it is not easy to grasp, novice friends are best not to try easily!
6. Banking, insurance, real estate, building materials: When track stocks such as new energy fell sharply before, low-value blue chips performed better. Recently, the track stocks have rebounded, and the low valuation of blue chips has been turned off. The main reason is that the market does not have enough money, if the back can continue to direction, then we may see both sides rise at the same time. For now, decentralize the configuration, don't just bet on it!
7. Hong Kong stocks, US stocks, Vietnamese markets: Hong Kong stocks are still a typical bottom-building trend in the near future, basically following the US stocks behind the ass. Therefore, if you want to make up for Hong Kong stocks, you can wait for the US stocks to recover stability before making up. Although the U.S. stock market has also performed very well since the beginning of the year, but the past eleven years have been slow bulls, there is always a feeling that it can continue to slow bulls, if you set the vote, don't be afraid. Vietnamese market is very stable, the last month is a sideways shock trend, there is no big rise and fall, compared to A shares, US stocks are slightly boring, more suitable for stable small partners!
OK, that's all for today's review article! In the afternoon, we have to go out to busy some private affairs, there is no live broadcast in the evening, we will meet again tomorrow night to talk about Ha! On weekends, everyone still relaxes more, rests mainly, and raises the body well in order to compound interest for a lifetime! One last small request, see the friends to like or cheer up, your support is really the biggest motivation for xiaogao to continue to update!